Exporting Data

Exporting requires View-Edit permissions.

You can export summaries of your Forecast data to CSV files, which you can open in any spreadsheet editing program to further analyze your data on your own.

Just head over to Export in the top left of the page. You can choose either Weekly or Monthly summaries, and how you’d like to format your export: either seeing each team member’s scheduled time separated by project (Projects Schedule format) or in a single row for each person (Team Schedule format). Once you’ve selected those options, select a timeframe and click Export.

Project Schedule exports have columns for Client, Project, Project Code, Project Label, Project Tags, Person, Roles, and hourly totals for each week or month included in the report.

Team Schedule exports have columns for Person, Roles, Capacity, and hourly totals for each week or month included in the report.